Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Broad M Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 256,717 shares of SCHB stock, worth $5.95 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

256,717

Previous 85,007 202.0%

Holding current value

$5.95 Million

Previous $5.65 Million 3.06%

% of portfolio

1.99%

Previous 2.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$22.01 - $66.82 $3.78 Million - $11.5 Million	171,710 Added 202.0%	256,717 $5.83 Million
Q3 2024 Oct 31, 2024	BUY	$59.93 - $66.52 $34,759 - $38,581	580 Added 0.69%	85,007 $5.65 Million
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $36,153 - $39,752	-628 Reduced 0.74%	84,427 $5.31 Million
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $36,752 - $41,086	673 Added 0.8%	85,055 $5.19 Million
Q4 2023 Jan 29, 2024	SELL	$47.61 - $55.91 $321,415 - $377,448	-6,751 Reduced 7.41%	84,382 $4.7 Million
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $5,206 - $5,624	105 Added 0.12%	91,133 $4.54 Million
Q2 2023 Aug 10, 2023	BUY	$47.08 - $51.7 $11,581 - $12,718	246 Added 0.27%	91,028 $4.71 Million
Q1 2023 May 15, 2023	SELL	$44.47 - $49.23 $130,741 - $144,736	-2,940 Reduced 3.14%	90,782 $4.34 Million
Q4 2022 Jan 25, 2023	BUY	$41.94 - $47.81 $3,984 - $4,541	95 Added 0.1%	93,722 $0
Q3 2022 Nov 10, 2022	SELL	$41.99 - $50.63 $36,825 - $44,402	-877 Reduced 0.93%	93,627 $3.93 Million
Q2 2022 Aug 11, 2022	BUY	$42.93 - $53.98 $185,715 - $233,517	4,326 Added 4.8%	94,504 $4.18 Million
Q1 2022 May 04, 2022	BUY	$49.15 - $56.85 $2.18 Million - $2.52 Million	44,290 Added 96.52%	90,178 $4.82 Million
Q4 2021 Feb 08, 2022	SELL	$51.87 - $56.86 $72,721 - $79,717	-1,402 Reduced 2.96%	45,888 $5.19 Million
Q3 2021 Nov 09, 2021	BUY	$51.32 - $54.83 $769 - $822	15 Added 0.03%	47,290 $4.91 Million
Q2 2021 Jul 29, 2021	SELL	$48.92 - $52.14 $2,984 - $3,180	-61 Reduced 0.13%	47,275 $4.93 Million
Q1 2021 May 10, 2021	BUY	$44.89 - $48.81 $15,217 - $16,546	339 Added 0.72%	47,336 $4.58 Million
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $11,865 - $13,832	304 Added 0.65%	46,997 $4.28 Million
Q3 2020 Oct 26, 2020	SELL	$36.93 - $42.52 $75,558 - $86,995	-2,046 Reduced 4.2%	46,693 $3.72 Million
Q2 2020 Jul 13, 2020	SELL	$28.84 - $38.49 $35,819 - $47,804	-1,242 Reduced 2.48%	48,739 $3.58 Million
Q1 2020 Apr 16, 2020	SELL	$26.18 - $40.44 $142,523 - $220,155	-5,444 Reduced 9.82%	49,981 $3.02 Million
Q4 2019 Jan 17, 2020	SELL	$34.47 - $38.58 $37,193 - $41,627	-1,079 Reduced 1.91%	55,425 $4.26 Million
Q3 2019 Oct 17, 2019	SELL	$35.32 - $36.13 $122,383 - $125,190	-3,465 Reduced 5.78%	56,504 $4.01 Million
Q2 2019 Jul 17, 2019	BUY	N/A	3,267 Added 5.76%	59,969 $4.23 Million
Q1 2019 Apr 26, 2019	BUY	N/A	2,372 Added 4.37%	56,702 $3.86 Million
Q4 2018 Jan 18, 2019	BUY	N/A	54,330 New	54,330 $3.26 Million

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

445M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Broad M Transaction History